See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,182 | $189,613+78.4% | $167,512+101.9% | $142,382+137.5% |
| Participation rate | 73.3% | 80.1%-6.8pp | 77.1%-3.7pp | 80.1%-6.8pp |
| Annual return | 15.13% | 2024.68%-2009.6pp | 1615.79%-1600.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,018 | $4,349-7.6% | $3,882+3.5% | $4,299-6.5% |
| Participant deferral / active EE | $8,022 | $6,981+14.9% | $6,405+25.3% | $6,507+23.3% |
| Admin fee / account holder | $1,634 | $10,528-84.5% | $9,769-83.3% | $12,624-87.1% |